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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,971 | $134,001-98.5% | $112,258-98.2% | $134,509-98.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.53% | 47.15%-65.7pp | 27.47%-46.0pp | 418.13%-436.7pp |
| Employer contribution / active EE | $847 | $4,039-79.0% | $3,636-76.7% | $4,741-82.1% |
| Participant deferral / active EE | $2,293 | $5,291-56.7% | $4,728-51.5% | $6,400-64.2% |
| Admin fee / account holder | $3,375 | $7,491-54.9% | $6,411-47.4% | $11,427-70.5% |